Wasi Imam Email & Phone Number

Palo Alto, Ca

At Tax & Financial Services we provide assistance to early stage startups and small to mid-size businesses with their day-to-day functions such as accounting, planning, purchasing, human resources, and facilities management so that their CEO and core team can focus on technology and business development. We frequently manage the weekly, monthly and quarterly tasks such as tax issues, payroll issues, due diligence, sales tax reports and implementation of management information systems. We also manage a company's • General Accounting• Accounts Payable• Accounts receivable/Sales• Cash Management• Payroll• Billings• Bank & other Reconciliation• Basic Financial ReportingFor some companies Tax & Financial Services also assists with other additional management services such as:• Process payments for vendors & mail their checks.• Handle Vendor Inquires• Prepare Invoicing• Handle Customer Collection Calls• Inventory Management• Prior Period Accounting & Bookkeeping• Fixed Asset Management• Higher Level Financial ReportingThe accountants at Tax and Financial Services comfortably serve many business sectors including enterprise software, clean tech, IT, telecommunications, Web 2.0, life sciences, IT consulting firms, Doctors and Dentist practices, Attorney practices, retail businesses, medical supply, restaurants, mobile food businesses, fitness centers, architecture and construction businesses and many others. As such we are well equipped to handle the many nuances that are involved in managing and running those special type of businesses and can give expert advise on their various business needs.

 Prepared federal and state tax returns for corporations, partnerships, trusts, and individuals. Prepared and filed property tax returns, for businesses, with various counties. Prepared and filed sales and payroll taxes and processed payments.  Worked with clients and prepared the necessary documents to successfully make offers-in-compromise to the IRS. Managed general ledger, invoicing and accounts receivable analysis and tracking, accounts payables, bill payments, employee earnings, and payroll records.,  Performed bank account reconciliation, bookkeeping records reconciliation and provided accounting software support and training for softwares such as Quickbooks. Prepared balance sheet and income statement

 Started and operated a tax preparation and bookkeeping practice which was expanded into 6 offices and over 3300 clients and $600k revenue in the following years. Managed our client’s full cycle month end and year end accounts payable and accounts receivable. Processed and/or supervised the processing of payroll and bookkeeping data biweekly, monthly, quarterly and yearly as received from our clients.  Prepared and filed monthly, quarterly and year end payroll, sales and estimated income tax.  Prepared complex corporate (C and S-Corp), partnership, trust and individual income tax returns. Recruited, trained and supervised tax preparers and bookkeepers, and participated as a Performance Manager to tax preparers, bookkeepers and marketing staff. Monitored budget and progress of assigned tax engagements as well as billing responsibilities. Contributed to the resolution of payroll and vendor invoice or payment discrepancies such as landlord issues, HR, marketing, signage etc. Created and implemented different marketing strategies such as Business to Business, Guerilla Marketing, Newspaper, Radio and TV advertisement to increase client base.

 Maintained effective communication with User Groups to perform discovery and assessment of new product functionality. Conducted JAD session, project meeting and one-on-one meeting to gather requirements. Responsible for interacting with Product Development group to translate their business vision into functional requirements from which system specification was developed and product was designed. Worked with the Domain Engineers to develop a baseline set of use cases, system flow diagrams, use case scenarios, Data Flow diagrams (DFD) and sequence diagrams. UML methodology was employed. Participated in requirements reviews to ensure that business requirements are met, worked with developers to ensure that processes documented during analysis meets the expectations of the User groups. Also, participated in design and quality reviews, and managed version control and software distribution processes.

Ms In Accounting, Taxation

Bachelors, Management Information Systems